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Portfolio
Oct 22, 2026- Other75.09%
- Cash19.29%
- Stock5.62%
- Other
- 75.09%
- Cash
- 19.29%
- Stock
- 5.62%
Morningstar style box
Oct 22, 2026Current style: Large Growth
Large
Mid
Small
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 118.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Mrvl Swap Asset Leg | 36.91% | — | — | — | — | — | — |
2 ![]() Mrvl Swap Asset Leg | 26.73% | — | — | — | — | — | — |
3 ![]() Goldman Sachs FS Treasury Intms D | 18.21% | — | — | — | — | — | — |
4 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 13.17% | — | — | — | — | — | — |
5 ![]() Mrvl Swap Asset Leg | 6.00% | — | — | — | — | — | — |
| 5.62% | Equity | Information Technology | Large Growth | — | — | — | |
7 ![]() Mrvl Swap Asset Leg | 4.90% | — | — | — | — | — | — |
8 ![]() BNY Dreyfus Govt Cash Mgmt Instl | 4.49% | — | — | — | — | — | — |
9 ![]() Goldman Sachs Fin Gov 465 Institut | 1.97% | — | — | — | — | — | — |
10 ![]() Mrvl Swap Asset Leg | 0.31% | — | — | — | — | — | — |


